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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,860 | $88,778-88.9% | $81,844-88.0% | $145,884-93.2% |
| Participation rate | 38.1% | 75.1%-37.0pp | 72.4%-34.3pp | 80.3%-42.2pp |
| Annual return | 8.65% | 1033.03%-1024.4pp | 778.87%-770.2pp | 551.85%-543.2pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $733 | $4,648-84.2% | $4,323-83.1% | $6,690-89.0% |
| Admin fee / account holder | $104 | $8,430-98.8% | $7,355-98.6% | $13,392-99.2% |